Account origination is vital for financial institutions (FIs) since selling credit products is how they increase revenue. While selling has always been a large focus of these institutions, it is often gone about haphazardly with no thought to how the consumer wants to be sold to and what methods would be most beneficial to both parties. Product offers are often generic, not tracked, and can be dreaded by CSRs and customers alike.
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July 29, 2011
How to Make Account Origination Efforts More Effective
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